Scale support without adding headcount
Chatref resolves client questions instantly – using your own content. Keep support seamless as your services grow.
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Why it matters
The problem this solves.
Repeat questions
Customers ask the same things over and over – your team is drowning in basic queries.
Slow onboarding
New users get stuck because they can’t find the exact next step in your help docs.
Global support
Your team can’t handle regional queries across different time zones.
Dead-end articles
Generic chatbots send customers to articles that don’t solve their problem.
The Chatref solution
Keep answers alive during product growth.
A customer asks about a new feature. AI pulls the exact step from your latest guide. They finish setup faster. Your team avoids repeat questions – no queue, no wait, no scaling friction.
Real questions
What Chatref answers here.
Auto-answer ‘How do I set up my investment account?’ from your guides.
Resolve ‘What are your fees?’ instantly with up-to-date pricing info.
Capture leads when clients ask about premium services.
Hand off complex queries to humans with full chat history.
Under the hood
The features that power it.
Loved by support teams
Cut repeat questions in half
How teams deflect onboarding queries with their own content
Imports used to stall halfway and land in our queue. Now Chatref walks users through field mapping from our own guide, and most finish without us. Our admins handle the real migrations again.
Our import guide now answers questions instantly. Users get the exact steps they need – no more 'how do I start' emails landing in our queue.
Chatref hands off resolved chats to our team with full context. No lost time explaining what the user tried already.
of import questions answered before they reach the team
One set of content now handles every region and time zone. No more overnight backlog of import questions.
Won’t outdated content cause wrong answers?
You pick what to import. Start with your best guides, then use insights to update what’s outdated. Your AI only answers from what you give it.
How fast is setup during a migration?
Minutes. Upload your content, add one widget snippet, and your AI starts answering instantly.
Does it work with different content formats or languages?
Yes. It handles help docs, guides, site pages, and files across languages from one set of content.
Can I keep my old content private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares your data.
Will customers notice the change?
No. Your AI answers in your brand’s voice using your content, so help stays consistent – just faster.
Can it answer questions about our import format?
Yes – it pulls answers straight from your import guides, so users see the exact steps you wrote.
What if an import fails?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Will it help with field mapping?
Yes. It guides users through matching columns to fields using the rules in your documentation.
Resolve client questions instantly – free start
Paste your help docs and let AI answer in your brand’s voice.
Part of Chatref for Wealth Management Support · Financial Services hub · pricing.